Overview

Looking for a primarily fee-based practice to purchase or succeed in Maryland or Delaware, Stuart, FL, Sarasota, FL, or St. Pete, FL. Ideally, we would find synergy to work out a glide path to slow down or retirement for the advisor I would be succeeding. I have been held my CPA license for 20 years and have a 17-year background in assisting closely-held businesses with everything from investment advisory to employee benefits. I strive to create consultative life-long and generational relationships with all of my clients.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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